MyPlanIQ 401k Investor KMA RETIREMENT PLAN

KMA RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX Third Avenue Management LLC Third Avenue Real Estate Value Fund
Emerging Market
Latin America Stock PRLAX T. Rowe Price Latin America Fund
DIVERSIFIED EMERGING MKTS TREMX T. Rowe Price Emergig Europe Mediterranean
INTERNATIONAL EQUITY
WORLD STOCK PRGSX T. Rowe Price Global Stock Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
Mid-Cap Growth ARTMX Artisan Partners Limited Partnership Artisan Mid-Cap Fund
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX Third Avenue Management LLC Third Avenue Real Estate Value Fund
Emerging Market
Latin America Stock PRLAX T. Rowe Price Latin America Fund
DIVERSIFIED EMERGING MKTS TREMX T. Rowe Price Emergig Europe Mediterranean
INTERNATIONAL EQUITY
WORLD STOCK PRGSX T. Rowe Price Global Stock Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund
Target Date 2011-2015 TRRGX T. Rowe Price rtmt 2015 Fund
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund
Target Date 2031-2035 TRRJX T. Rowe Price rtmt 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price rtmt 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price rtmt 2055 Fund
Retirement Income TRRIX T. Rowe Price rtmt Income Fund
Moderate Allocation RPBAX T. Rowe Price Balanced Fund
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Fund
Moderate Allocation FGTIX Franklin Templeton Investments Corp Templeton Growth Fund A
Technology PRGTX T. Rowe Price Global Technology Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
Mid-Cap Growth ARTMX Artisan Partners Limited Partnership Artisan Mid-Cap Fund
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value Fund
Mid-Cap Growth ALMRX Fred Alger Company Inc. Alger Small-Cap Growth Institutional Fund
Mid-Cap Growth ACRNX Columbia Wanger Asset Management LLP Columbia Acorn Fund Z
LARGE BLEND PREIX T. Rowe Price Equity Index 500 Fund
LARGE GROWTH JAVLX Janus Capital Corporation Janus Twenty Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund Administrative Class
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Tr Fund at fair value
Total Available Funds: 30
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate TAREX Third Avenue Management LLC Third Avenue Real Estate Value Fund 89% 3 60 0 1.05% 1.29%
Emerging Market
Latin America Stock PRLAX T. Rowe Price Latin America Fund 71% 3 60 0 1.44% 2.55%
DIVERSIFIED EMERGING MKTS TREMX T. Rowe Price Emergig Europe Mediterranean 48% 3 60 0 1.41% 0.89%
INTERNATIONAL EQUITY
WORLD STOCK PRGSX T. Rowe Price Global Stock Fund 91% 3 60 0 1.08% 0%
Others
Target Date 2036-2040 TRRDX T. Rowe Price rtmt 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price rtmt 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T. Rowe Price rtmt 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T. Rowe Price rtmt 2005 Fund 100% 3 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX T. Rowe Price rtmt 2035 Fund 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price rtmt 2010 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price rtmt 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price rtmt 2045 Fund 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T. Rowe Price rtmt 2055 Fund 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price rtmt Income Fund 91% 3 60 0 0.34% 2.96%
Moderate Allocation RPBAX T. Rowe Price Balanced Fund 86% 3 60 0 0.47% 1.96%
Target Date 2050+ TRRMX T. Rowe Price rtmt 2050 Fund 78% 3 60 0 0.63% 6.57%
Moderate Allocation FGTIX Franklin Templeton Investments Corp Templeton Growth Fund A 72% 3 60 0 0.89% 3.53%
Technology PRGTX T. Rowe Price Global Technology Fund 58% 3 60 0 0.95% 0%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
Mid-Cap Growth ARTMX Artisan Partners Limited Partnership Artisan Mid-Cap Fund 88% 3 60 0 0.96% 0%
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value Fund 81% 3 60 0 0.83% 7.78%
Mid-Cap Growth ALMRX Fred Alger Company Inc. Alger Small-Cap Growth Institutional Fund 78% 3 60 0 1.91% 0%
Mid-Cap Growth ACRNX Columbia Wanger Asset Management LLP Columbia Acorn Fund Z 75% 3 60 0 1.83% 0%
LARGE BLEND PREIX T. Rowe Price Equity Index 500 Fund 74% 3 60 0 0.3% 1.34%
LARGE GROWTH JAVLX Janus Capital Corporation Janus Twenty Fund 0% 3 60 0 0.94% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund Administrative Class 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE T. Rowe Price Stable Value Common Tr Fund at fair value 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.93%
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Model Portfolios

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:KMA)
The plan consists of 32 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity, Foreign Equity and REITs.

The symbol of the complany is KMA.



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